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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
AQR Capital Management
AQR Capital Management
Connecticut
$6.4B +$118M 16 6.9% Increased
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$6.3B +$126M 20 6.22% Increased
53
Fidelity International
Fidelity International
Bermuda
$6.17B +$279M 10 16.95% Increased
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.03B +$855M 16 10.16% Increased
55
Teachers Advisors
Teachers Advisors
New York
$6.01B +$264M 18 7.79% Increased
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.78B -$52.2M 13 10.21% Reduced
57
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$5.74B -$211M 16 9.2% Reduced
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.69B -$632M 23 6.29% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.65B -$409M 19 8.05% Reduced
60
Credit Suisse
Credit Suisse
Switzerland
$5.46B -$466M 20 5.09% Reduced
61
Harris Associates
Harris Associates
Illinois
$5.29B +$14.3M 5 8.83% Increased
62
Principal Financial Group
Principal Financial Group
Iowa
$5.14B +$24.1M 19 4.91% Increased
63
Magellan Asset Management
Magellan Asset Management
Australia
$5.03B -$379M 4 18.55% Reduced
64
Barclays
Barclays
United Kingdom
$4.96B +$538M 25 3.79% Increased
65
Boston Partners
Boston Partners
Massachusetts
$4.8B -$415M 9 5.79% Reduced
66
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.72B -$497M 7 20.4% Reduced
67
Prudential Financial
Prudential Financial
New Jersey
$4.5B -$607M 17 6.85% Reduced
68
Capital International Investors
Capital International Investors
California
$4.48B -$156M 8 5.18% Reduced
69
Fred Alger Management
Fred Alger Management
New York
$4.4B -$172M 9 20.44% Reduced
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.39B -$211M 8 9.97% Reduced
71
Putnam Investments
Putnam Investments
Massachusetts
$4.34B -$162M 13 10.11% Reduced
72
First Eagle Investment Management
First Eagle Investment Management
New York
$4.26B -$1.02B 5 10.6% Reduced
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.26B +$139M 5 5.75% Increased
74
Asset Management One
Asset Management One
Japan
$4.16B +$77M 12 9.36% Increased
75
Russell Investments Group
Russell Investments Group
United Kingdom
$4.16B -$175M 19 7.03% Reduced